See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,819 | $71,883-54.3% | $86,677-62.1% | $68,494-52.1% |
| Participation rate | 86.2% | 72.2%+13.9pp | 76.6%+9.6pp | 67.9%+18.3pp |
| Annual return | -15.13% | 3.52%-18.7pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,580 | $2,173-27.3% | $2,836-44.3% | $2,596-39.1% |
| Participant deferral / active EE | $3,677 | $3,779-2.7% | $4,656-21.0% | $4,027-8.7% |
| Admin fee / account holder | $3,657 | $6,112-40.2% | $7,493-51.2% | $5,403-32.3% |